The Time Matters/Front Office/Total Practice Advantage Document Management System (DMS) is a powerful tool for automatically saving documents. Some firms have a need to move documents from the TM DMS to another folder. Examples include:

• A firm needed to get a variety of litigation documents from a particular case on to a CD for discovery. They didn't need all the documents ... they needed very specific documents. This created the need to be able to filter the DMS for certain document types, by certain authors, and then copy them to a temporary folder where they could be burned to a CD.
• A lawyer was leaving a firm and needed to get all the documents that he had authored, and all documents for his cases, burned to a CD.

To accomplish this we needed the ability to filter the DMS in a number of different ways, and then to copy them to a meaningful folder structure.